If you are advising a client who is considering a planned gift or bequest to Boston Public Library Fund, we welcome the opportunity to work with you in helping your client. Please use the below resources and tools and feel free to contact us any time for further information or assistance on a confidential basis.

Here is some basic information about our organization:

Legal Name

All charitable gifts should be directed to “Boston Public Library Fund, 700 Boylston Street, Boston, MA 02116, a Massachusetts 501(c)(3) tax-exempt, charitable organization, or its successor, Federal Tax Identification Number: 04-3150560.”

Tax I.D. Number

Boston Public Library Fund's Tax ID number is 04-3150560.

Consistent with safeguarding its own interests, Boston Public Library Fund tries to make arranging a gift for the organization’s benefit as easy as possible, and we strive to honor the intentions of all our donors. Accordingly, we hope the following will prove helpful:

BPLF Investment Objectives: As stated in the investment policy statement, the primary goal of the funds is to achieve "conservative growth and protection of purchasing powed' with a secondary objective of "income and preservation of capital". The funds must further meet the spending objectives of the BPLF which requires that distributions may be made for "up to 5% of a three-year rolling average of the principle". Further, the "overall objective is to achieve an annualized net return 6% greater than the rate of inflation as measured by the Consumer Price Index (CPI), based on a 10-year investment horizon".

If one of your clients arranges an estate gift for the benefit of Boston Public Library Fund, we would very much appreciate knowing about the gift, both so we can express our sincere gratitude and – as noted above – so we can make sure we will be able to fulfill the donor’s wishes.

Of course, we respect the fact that in some cases donors prefer to remain anonymous. If you are willing to serve as an intermediary, a client of yours can share information about his or her plans without divulging his or her identity.

  • Click here to learn more about 1848 Society.
  • Click here for a confidential form that can be used in notifying Boston Public Library Fund that an estate gift has been arranged for the foundation's benefit.  

Finally, we want to be of assistance to you in any way we can, whether you are simply looking for general information about charitable giving, considering particular options on behalf of a particular client, or needing our cooperation in the administration of a bequest or other type of planned gift. 

  • Contact us to discuss a potential – or hypothetical – gift situation or to request a gift illustration.
  • Give our online calculator a try. 

Thank you for the work you do on behalf of our donors!